All values shown herein are broad estimates of value and not to be interpreted as an offer, definitive valuation, or binding in anyway. For a more accurate valuation contact, Alaris Acquisitions.

Explore buyers

Explore potential partners by reviewing the most comprehensive data on the buyers in the industry.

M&A Knowledge Centre

Explore our M&A knowledge centre for expert advice and the latest trends in M&A processes. Stay ahead in the M&A game with valuable insights and informative articles.
Valuations & Deal Structure
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Seller Concerns
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Understand the M&A Process
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General Topics
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Essential Reading

How to vet culture
General Topics

The Secret to a Successful Firm? Invest in Company Culture

Oct 25, 2024
5 mins read
General Topics
Alaris in the News

Modern Partners with Petso Financial

Oct 24, 2024
5 mins read
Technology
General Topics

AI Usage Top Priority for SEC Examiners in 2025

Oct 21, 2024
5 mins read
General Topics
Seller Concerns
How to vet culture
Understand the M&A Process

For a Better M&A Deal Think Marriage, Not Auction

Oct 14, 2024
5 mins read
Valuations & Deal Structure
General Topics

Striking the Right Balance Between Margins and Compensation

Sep 25, 2024
5 mins read
Valuations & Deal Structure
General Topics

Basic Valuation Math

Sep 25, 2024
5 mins read
How buyers help us grow
Buyer Models

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

Sep 23, 2024
5 mins read
Technology

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Sep 18, 2024
5 mins read
How buyers help us grow
Buyer Models

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Sep 9, 2024
5 mins read
Seller Concerns
Understand the M&A Process

Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management

Sep 4, 2024
5 mins read
Legal & Tax
Valuations & Deal Structure

Six Considerations for Ensuring the Right Business Exit

Aug 27, 2024
5 mins read
How to vet culture
Seller Concerns
Valuations & Deal Structure
General Topics
Alaris in the News

Opinion: M&A Math Reveals Misleading Multiples

Aug 24, 2024
5 mins read
How buyers help us grow

Opinion: What Is the Point of Growth for RIAs?

Aug 23, 2024
5 mins read
How buyers help us grow

Get Your Organic Growth Process In Order Before Pursuing M&A

Aug 15, 2024
5 mins read
How buyers help us grow

Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth

Aug 15, 2024
5 mins read
Seller Concerns
Valuations & Deal Structure
How to vet culture
General Topics
Understand the M&A Process

Financial Auction vs Cultural Conviction

Aug 13, 2024
5 mins read
How buyers help us grow
Buyer Models

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Aug 12, 2024
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

Know Your Worth | Ted Motheral

Aug 8, 2024
5 mins read
How buyers help us grow
Buyer Models
General Topics

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

Jul 19, 2024
5 mins read
General Topics
Understand the M&A Process
Seller Concerns

The Alaris Advantage: How M&A Advisors Create Value

Jul 18, 2024
5 mins read
Understand the M&A Process
General Topics
Alaris in the News
How to vet culture

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Jul 16, 2024
5 mins read
Legal & Tax
Alaris in the News
Buyer Models
Understand the M&A Process

Know Your Worth | Jacqueline Martinez

Jul 11, 2024
5 mins read
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

M&A Roundtable: Deal Advocacy, a Buyer and Seller's story

May 30, 2024
5 mins read
How buyers help us grow

Opinion: The Dirty Little Secret About RIA Organic Growth

May 30, 2024
5 mins read
Buyer Models

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

May 28, 2024
5 mins read
How to vet culture

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

May 17, 2024
5 mins read
My Team/ Staff
General Topics

Internal Transactions Are Still an Option for RIAs

May 10, 2024
5 mins read
Buyer Models

Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple

May 7, 2024
5 mins read
Valuations & Deal Structure
Buyer Models
General Topics

How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?

Mar 15, 2024
5 mins read
How buyers help us grow

Block Out Time in Your Schedule for Growth

Jan 31, 2024
5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models

What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group

Dec 21, 2023
5 mins read
Understand the M&A Process
My Team/ Staff
Seller Concerns

A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.

Oct 4, 2023
5 mins read
General Topics
How buyers help us grow
Buyer Models

The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan

Sep 5, 2023
5 mins read
Valuations & Deal Structure
General Topics

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Aug 1, 2023
5 mins read
How buyers help us grow
General Topics
Buyer Models

Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.

Jun 1, 2023
5 mins read
How buyers help us grow
Buyer Models

What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper

May 29, 2023
5 mins read
General Topics
How to vet culture

The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom

May 22, 2023
5 mins read
Understand the M&A Process
Valuations & Deal Structure
General Topics

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Jan 1, 2023
5 mins read
General Topics
Valuations & Deal Structure
Buyer Models

Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions

Jun 29, 2022
5 mins read
General Topics
How buyers help us grow
Buyer Models

Accelerating Growth Through Partnerships, Model FA interviews Allen Darby

Jun 30, 2021
5 mins read
Valuations & Deal Structure

Selling Your RIA? Five Ways to Bridge the Valuation Gap

May 31, 0224
5 mins read
Alaris in the News
General Topics

WSR Pathfinder Awards – Top Women Industry Leaders of 2025

5 mins read
Alaris in the News

Alaris Unveils App to Match RIA Buyers and Sellers

5 mins read
Buyer Models
General Topics
How to vet culture
Understand the M&A Process

Will 2025 End the Financial Auction in M&A?

5 mins read
General Topics
Understand the M&A Process
How to vet culture

For Experienced Sellers: Rethinking the M&A Auction Process -- A Wealth Management Perspective

5 mins read
Alaris in the News
General Topics
Technology

Alaris Acquisitions Launches Lens for Wealth Management M&A

5 mins read
General Topics
Alaris in the News
Technology

Alaris Introduces AI-Driven M&A Matchmaking Solution For Advisors

5 mins read
Alaris in the News
General Topics
Technology

Alaris Launches AI Matchmaking Platform for RIA M&A

5 mins read
Alaris in the News
Technology
General Topics

M&A Consultancy Alaris Launches AI Matchmaker for Sell-Side RIAs

5 mins read
Technology

The Buyer’s Boardroom Ep 18: Introducing the Alaris “Lens”

5 mins read
Technology
General Topics

The Evolution of Wealth Management: Embracing Immersive Experiences for Strategic Growth

5 mins read
General Topics
Technology

Generative AI in M&A: Where Hope Meets Hype

5 mins read
Technology
General Topics

How Recent Tech Trends Are Revolutionizing Wealth Management

5 mins read
Alaris in the News
General Topics
Technology

Alaris Acquisitions Launches Matchmaking App for RIA M&A

5 mins read
General Topics
Understand the M&A Process
Alaris in the News
Seller Concerns

Opinion: The M&A Playbook is Broken. Here’s How to Fix It.

5 mins read
Alaris in the News
Technology

Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A

5 mins read
General Topics
Valuations & Deal Structure

Valuations and How to Maximize Yours with Special Guest Brooks Hamner from Mercer Capital

5 mins read
General Topics
Understand the M&A Process
Valuations & Deal Structure

Internal vs. External Succession Options, with Special Guest David Wahlen of CAPTRUST

5 mins read
General Topics
My Team/ Staff
Valuations & Deal Structure
Buyer Models

The 1099 Dilemma - with Nate Lenz of Concurrent

5 mins read
General Topics
Seller Concerns
Understand the M&A Process
How to vet culture

The Deal of Your Life

5 mins read
General Topics
Seller Concerns

Loss of Autonomy: A Seller's Dilemma

5 mins read
General Topics
Seller Concerns

Five Mistakes a Seller Can Make and How to Avoid Them

5 mins read
General Topics
Seller Concerns
Understand the M&A Process

The Autonomy Trade: Understanding the Decision You Are About to Make When Selling Your Firm

5 mins read
My Team/ Staff
Seller Concerns

What Happens to My Team When I Sell to Another Firm?

5 mins read
Alaris in the News

Ten to Watch in 2025: Jacqueline Martinez

5 mins read
Alaris in the News

ThinkAdvisor Luminaries Awards 2024

5 mins read
How buyers help us grow
Seller Concerns
Buyer Models

Post-Acquisition Growth For Sellers

5 mins read
General Topics
How to vet culture
Seller Concerns

What Do You Mean by Culture?

5 mins read
Technology

Financial Advisor Technology Map

5 mins read
Legal & Tax
Buyer Models
Understand the M&A Process

5 Reasons Sellers Need a Quality of Earnings Report

5 mins read
How to vet culture
Seller Concerns

M&A Must Benefit the Client

5 mins read
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"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management